Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request
Maintain existing client accounts and identify opportunities to contact clients
Manage timelines and key dates for accounts to help ensure clients feel supported by our team
Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant
Respond to client inquiries in an understanding and time-efficient manner
Assist the Advisor team in welcoming and onboarding new clients
Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects
Tap into your superior problem resolution skills to provide proactive client service
Effectively manage incoming communications from clients, Advisors and other internal and external partners

Strong skills in working with various business applications/technology
High level of time management and organization skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Exceptional verbal and written communication
Canadian Investment Regulatory Exam, CIRE (Nice-to-have)
Knowledge of RBC Dominion Securities’ systems and procedures (Nice-to-have)
Experience in the securities industry is an asset (Nice-to-have)

A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
An opportunity to make a difference and have a lasting impact on the lives of others
The chance to work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services

Administrative Assistant

Key skills